Cognizant Wealth Advisors Employee Directory

Q: What is Cognizant Wealth Advisors known for?

Cognizant Wealth Advisors was founded in 2012. Cognizant Wealth Advisors operates in the Financial Services industry.

Q: How many employees does Cognizant Wealth Advisors have currently?

Cognizant Wealth Advisors has approximately 11 employees.

Financial ServicesUnited States11-50 Employees

Cognizant Wealth Advisors provides close, personalized guidance to individuals and families to help you attain financial independence and retirement peace of mind. We assist you in developing financial plans and making informed investment and other financial decisions that support the myriad goals you have for your life. Can you recall a time in your life when you felt exceptionally care-free? It’s likely you weren’t worried about your financial situation. Our goal is to help you recapture that feeling by discovering and making the right choices today that will lead to financial security in the future.

Cognizant Wealth Advisors (“Cognizant”) dba Perigon Wealth Management, LLC (“Perigon”) is a registered investment advisor. Cognizant provides investment advisory and related services for clients nationally. Cognizant will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information and important disclosures, please visit our website at www.cognizantwealth.com or www.perigonwealth.com.

Find Cognizant Wealth Advisors employees' phone numbers or email addresses

Cognizant Wealth Advisors Global Highlights

Asia
5

India
4
Philippines
1

North America
3

United States Of America
3

Cognizant Wealth Advisors's Leadership

S. B.
Wealth Manager
Mobile Phone
Email

Contact profiles from Cognizant Wealth Advisors

Name

Title

Contact Info

Location

Last Update

S. B.
Wealth Manager
Mobile Phone
Email
United StatesCalifornia
Oct 18, 2024

Frequently Asked Questions

What is Cognizant Wealth Advisors known for?

Cognizant Wealth Advisors was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 228 Hamilton Ave, Third Floor Palo Alto, California 94301, US; you can contact the main corporate office by phone at

+1-650-209-****

. Explore Cognizant Wealth Advisors's company overview page for more information.

What is Cognizant Wealth Advisors's most common email format?

Cognizant Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cognizant Wealth Advisors email formats with LeadIQ.

How many employees does Cognizant Wealth Advisors have currently?

Cognizant Wealth Advisors has approximately 11 employees as of December 2025. These team members are located across 2 continents, including AsiaNorth America.

Who are Cognizant Wealth Advisors's key employees and leadership?

As of December 2025, Cognizant Wealth Advisors's key employees include:

Wealth Manager: S. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking